Bi-Weekly Geopolitical Report – The Bessent Gambit (3/28/2025)

Confluence Podcasts
28/03/2025 15 min Episodio 245
Bi-Weekly Geopolitical Report – The Bessent Gambit (3/28/2025)

Listen "Bi-Weekly Geopolitical Report – The Bessent Gambit (3/28/2025)"

Descargar episodio Ver en sitio original

Episode Synopsis


Are Trump tariffs working as the administration expected? Confluence Advisory Director of Market Strategy Bill O'Grady joins Phil Adler to unpack the Trump strategy and give us some advice about dealing with extreme market volatility and risk.

More episodes of the podcast Confluence Podcasts

The Confluence Mailbag – Escalation Dominance and the Costs of a Recession-Free World (11/5/25) 05/11/2025
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q4 2025 03/11/2025
Asset Allocation Bi-Weekly – When the Financial System Finds a Cockroach (11/3/25) 03/11/2025
Bi-Weekly Geopolitical Report – China's Rising Power and the Implications for US Hegemony (10/27/2025) 27/10/2025
Asset Allocation Bi-Weekly – The Debasement Hedge: A Tale of Two Safeties (10/20/25) 20/10/2025
Bi-Weekly Geopolitical Report – Why the US Is Offering to Bail Out Argentina (10/13/2025) 13/10/2025
The Confluence Mailbag – Dollar Dynamics & the Future of Fed Independence (10/7/25) 07/10/2025
Asset Allocation Bi-Weekly – The AI Arms Race: Navigating the Divide Between Promise and Profit (10/6/25) 06/10/2025
Bi-Weekly Geopolitical Report – US Influence on the Wane: New Evidence (9/29/2025) 29/09/2025
Asset Allocation Bi-Weekly – Stopping the Bond Vigilante: How Fiscal Dominance Is Reshaping Global Markets (9/22/25) 22/09/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA